Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,137 | $69,118-81.0% | $53,647-75.5% | $138,895-90.5% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 19.20% | 248.26%-229.1pp | 358.33%-339.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,902 | $1,189+228.0% | $962+305.6% | $4,194-7.0% |
| Participant deferral / active EE | $4,191 | $2,274+84.3% | $1,813+131.1% | $6,396-34.5% |
| Admin fee / account holder | $2,665 | $2,724-2.2% | $2,460+8.3% | $12,562-78.8% |